This is the place to find easy-to-understand insights into high-quality companies written by Niklas, a young and self-taught investor. <br/><br/><a href="https://heavymoatinvestments.substack.com?utm_medium=podcast">heavymoatinvestments.substack.com</a>
Heavy Moat Investments Podcast
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5 episodes
Updated Daily
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Podcast Overview
This is the place to find easy-to-understand insights into high-quality companies written by Niklas, a young and self-taught investor. <br/><br/><a href="https://heavymoatinvestments.substack.com?utm_medium=podcast">heavymoatinvestments.substack.com</a>
Language
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Publishing Since
3/6/2025
1 verified contact email on file for Heavy Moat Investments Podcast
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Recent Episodes
January 14, 2026
Casual Year end chat with René Sellmann talking 2025 reflections, 2026 predictions, Moats and AI
<p>A few weeks ago I had a fun conversation with my friend <a target="_blank" href="https://substack.com/profile/40350960-rene-sellmann">René Sellmann</a> reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with René is always fun and insightful and this time we actually managed to stay (almost) within one hour! Enjoy our conversation and make sure to follow both of us on Substack and X. </p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://heavymoatinvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">heavymoatinvestments.substack.com/subscribe</a>
January 3, 2026
Cellebrite deep dive: Unlocking the truth in digital investigations
<p>Today I’m sharing my the podcast episode I recently recorded with my friends at <a target="_blank" href="https://substack.com/profile/207588953-the-dutch-investors">The Dutch Investors</a> about Cellebrite. The episode is free to listen to, but if you want to learn more about this business, I believe my deep dive on them was some of the best work I’ve written in 2025. </p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://heavymoatinvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">heavymoatinvestments.substack.com/subscribe</a>
July 15, 2025
Valuation, alternative assets and the European Edge
<p>Last week I had a fun conversation with <a target="_blank" href="https://substack.com/profile/40350960-rene">Rene</a> and Andrew about investing, going deep into some topics like Valuation and portfolio construction. The talk was very long with 100 minutes, but in my opinion well worth it, i.e. during a walk or in the gym. I hope you’ll enjoy it!</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://heavymoatinvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">heavymoatinvestments.substack.com/subscribe</a>
5 total episodes available
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